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Name Holding Trade Value Shares
Change
Change in
Stake
FWC
2001
First Washington Corp
Washington
$39K – – –
MIP
2002
Mondrian Investment Partners
United Kingdom
$38K – – –
FFW
2003
Fusion Family Wealth
New York
$37K +$191 +3 +0.5%
CWM
2004
Catamount Wealth Management
Connecticut
$36K -$7.39K -116 -18%
NL
2005
NVWM LLC
Pennsylvania
$36K – – –
FRA
2006
Front Row Advisors
California
$34K +$5.29K +83 +20%
WCM
2007
Wealthcare Capital Management
Virginia
$32K – – –
PS
2008
Portfolio Strategies
New York
$31K -$12K -188 -29%
HWM
2009
Holloway Wealth Management
Florida
$31K – – –
KC
2010
KHP Capital
Oklahoma
$31K – – –
MCM
2011
Mainstay Capital Management
Michigan
$30K -$6.69K -105 -19%
AP
2012
Arlington Partners
Alabama
$30K – – –
WA
2013
WP Advisors
California
$30K +$191 +3 +0.7%
WAM
2014
Watermark Asset Management
California
$29K – – –
MSFP
2015
Mark Sheptoff Financial Planning
Connecticut
$28K -$319 -5 -1%
CJA
2016
C-J Advisory
California
$28K – – –
CPA
2017
Cowen Prime Advisors
New York
$28K – – –
FEG
2018
Financial Enhancement Group
Indiana
$28K – – –
SFA
2019
Spectrum Financial Alliance
Kentucky
$28K – – –
TA
2020
Townsend & Associates
Colorado
$28K +$191 +3 +0.7%
NCM
2021
New Capital Management
Texas
$27K – – –
JIM
2022
Jupiter Investment Management
United Kingdom
$26K -$9.36M -146,924 -100%
GWA
2023
Guidant Wealth Advisors
Illinois
$24K – – –
CAGAS
2024
Capital Advisory Group Advisory Services
Minnesota
$22K -$16.8K -264 -44%
ICOM
2025
Investment Counselors of Maryland
Maryland
$22K – – –